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Intel: The Selloff Was Expected, But I'm Not Turning Bullish
Seeking Alpha· 2026-01-26 22:27
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...
1月27日美股成交额前20:微软发布AI芯片以减少对英伟达的依赖
Xin Lang Cai Jing· 2026-01-26 22:01
欧盟负责科技事务的专员Henna Virkkunen表示:"未经同意针对女性和儿童进行的深度伪造色情内容, 是一种暴力且不可接受的贬损形式。"该案件将受到欧盟的网络内容监管框架《数字服务法》管辖。该 法案针对网络上的有害和非法内容设置了严格的防护栏。 第3名苹果收高2.97%,成交140.45亿美元。苹果公司即将公布财报。摩根大通上调苹果目标价,预测其 iPhone 17强劲需求与成本控制将推动业绩超预期。 摩根大通表示,iPhone需求好于预期以及运营支出下降,可能推动苹果业绩超出市场预期。该行重申对 这家科技巨头的"增持"评级,并将目标价从305美元上调至315美元。苹果将于周四公布26财年第一季度 业绩报告。 分析师Chatterjee称:"我们认为,与iPhone 17系列强劲需求相关的积极数据信号,被投资者对前所未有 的存储器成本上涨对毛利率的影响、iPhone需求可能存在的价格弹性问题,以及季度内部分App Store服 务增长数据偏软的温和担忧所掩盖。" 周一美股成交额第1名英伟达收跌0.64%,成交231.68亿美元。据报道,微软发布最新人工智能芯片,旨 在减少对英伟达依赖。 微软公司推出第二 ...
Tech Stocks Rebound Soothing Greenland-Induced Shivers as Earnings Season Hits Stride
See It Market· 2026-01-26 19:55
With only 13% of companies reporting thus far, S&P 500 EPS growth for Q4 2025 currently stands at 8.2%The tech sector continues to dominate, Despite a significant earnings-related slide from Intel, the Information Technology sector remained the market’s primary engine, lifted by an ongoing “AI supercycle” and strong results from names like Meta and NetflixPotential earnings surprises this week: Union Pacific, NextEra Energy, Texas Instruments, UnitedHealth Group, American Express and Regeneron Pharmaceuti ...
The Intel Business Growing 50% That Nobody's Talking About
The Motley Fool· 2026-01-26 19:10
Intel's custom chip business is taking off.In September of 2025, Intel (INTC 5.45%) created a new group to handle custom chip design for external customers. The Central Engineering Group, led by a Cadence Design Systems veteran Srini Iyengar, formalized the company's efforts to break into the custom silicon market.While Intel's fourth-quarter results and guidance fell short of expectations, sending the stock tumbling on Friday morning, there was plenty of good news for investors to chew on. The success of t ...
Nasdaq Index and S&P500: Tech Stocks Rally Today as Megacap Earnings Loom
FX Empire· 2026-01-26 18:47
Sector Performance - Communications Services sector leads with a gain of 1.77%, followed by Technology at 1.01% and Materials at 0.77% due to a surge in gold prices above $5100 [1] - Consumer Staples, Energy, and Consumer Discretionary sectors are trading lower [1] Market Sentiment - It is perceived as a stock picker's day, with investors positioning ahead of upcoming megacap earnings reports [2] - Major contributors to the S&P 500 Index include Apple and Meta, both up over 2%, while Alphabet, Broadcom, and Microsoft rose over 1.5% each [2] Megacap Earnings - Key companies reporting mid-week include Apple, Meta, Microsoft, and Tesla, with a focus on the impact of AI on earnings results [3] - The upcoming earnings reports are expected to influence sentiment around the AI trade and the tech sector, alongside the Federal Reserve's announcement [3] Earnings Performance - As of Friday, 79.7% of the 64 S&P 500 companies that reported earnings exceeded analyst expectations [4] Market Movers - Notable losers include Intel, which experienced a 5% decline today following a 17% drop on Friday [5] - Airline stocks are facing challenges due to weather disruptions, with United Airlines down 1.2% and JetBlue down 2.8% [5]
Intel: FOMO Mirage Just Broke - The Worst Is Yet To Come (Downgrade) (NASDAQ:INTC)
Seeking Alpha· 2026-01-26 17:53
I've often beseeched investors to be extremely wary about plowing into momentum-based trades. I've also expounded on such "unbelievable" performances that the stock of Intel Corporation (JR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alph ...
Intel: Post-Earnings Pullback Restores Some Upside, But Bumpy Road Ahead
Seeking Alpha· 2026-01-26 17:36
Sometimes bad news can be good news. Intel Corporation ( INTC ) took a big hit after its Q1 guidance left investors wanting, but with stocks now down by nearly 20%, there may be someMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many useful investment insights. As society and technologie ...
What's The Downside Risk For Intel Stock?
Forbes· 2026-01-26 16:50
Intel (INTC) stock has dropped 17.0% in a single day. The latest decline highlights worries about Intel's weak Q1 forecast, persistent supply shortages, and fierce competition in AI; however, rapid declines like this frequently pose a more challenging question: is the vulnerability merely temporary, or does it indicate more significant issues within the company?SANTA CLARA, CA - JULY 15: An Intel sign is displayed in front of the Intel company headquarters July 15, 2008 in Santa Clara, California. Intel has ...
ETFs to Buy as Intel Plunges 17% Despite Q4 Earnings Beat
ZACKS· 2026-01-26 16:15
Key Takeaways INTC beat Q4 earnings and revenue estimates, but soft Q1 2026 guidance triggered a sharp sell-off.Intel cited internal supply constraints, with Client Computing expected to see a steeper Q1 revenue drop.FTXL and VLUE offer diversified exposure, with Intel holding between about 5% and 10% weight.Shares of Intel Corp. (INTC) plummeted 17% on Jan. 23, 2026, following its fourth-quarter 2025 earnings release. Despite a comfortable “beat” on both the top and bottom lines, a disappointing outlook fo ...
美股异动|英特尔续跌超5%,上周五大跌17%,首季指引低于预期
Ge Long Hui· 2026-01-26 15:32
财报发布后,美国银行分析师Vivek Arya及其团队更新了对英特尔股票的看法。分析师指出,英特尔尚 无法在当前18A制程上为自家产品实现理想良率,在缺乏规模和执行历史的晶圆代工市场中,未来的 14A制程也可能难以向外部客户承诺稳定可靠的生产。 上周五大跌17%的英特尔(INTC.US)再度跌超5%。消息面上,英特尔上季业绩胜于预期,但由于内部供 应限制,致使今年首季指引低于市场预期,拖累该股上周五大跌超17%。花旗研报指,基于毛利率下 滑,下调英特尔2026及27财年每股盈测,目标价由50美元下调至48美元,维持"中性"评级。此外,RBC Capital将英特尔目标价从50美元下调至48美元,维持"与行业同步"评级。 ...